Meta Platforms, Inc. presents a compelling Buy opportunity after its post-earnings dip, with the market overly focused on capex increases. META's capex guidance was only modestly raised, largely due to external component pricing, while new monetization avenues—enterprise compute and Meta One—are emerging. Q2 revenue grew 28% y/y to $60.8B, beating expectations, with healthy ad pricing offsetting slower ad impression growth and supporting near-term fundamentals.
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